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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.1B
2
Millennium Management
Millennium Management
New York
+$1.68B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$512M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.54B
2
Bank of America
Bank of America
North Carolina
-$1.04B
3
JSTA
Japan Science & Technology Agency
Japan
-$961M
4
Citigroup
Citigroup
New York
-$750M
5
MYLI
Meiji Yasuda Life Insurance
Japan
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
401
Summit X LLC
Missouri
$46M +$512K +1,149 +1%
FPGK
402
Financial Partners Group (Kansas)
Kansas
$45.9M -$641K -1,428 -1%
OFG
403
Oxford Financial Group
Indiana
$45.8M +$47.7K +107 +0.1%
KFSC
404
Keystone Financial Services (Colorado)
Colorado
$45.7M +$9.81K +22 +0%
CPW
405
Crestmont Private Wealth
Texas
$45.4M +$2.5M +5,614 +6%
MG
406
Mather Group
Illinois
$45.3M +$2.31M +5,177 +5%
LPAM
407
Lodestar Private Asset Management
California
$45M +$33K +74 +0.1%
LNC
408
Lincoln National Corp
Pennsylvania
$45M +$3.54M +7,953 +9%
TCM
409
Towercrest Capital Management
Pennsylvania
$44.9M +$7.09M +15,902 +19%
MSA
410
McAlister Sweet & Associates
Texas
$44.8M +$11.8M +26,551 +36%
PP
411
PDS Planning
Ohio
$44.6M +$2.56M +5,745 +6%
NEAM
412
New England Asset Management
Connecticut
$44.6M +$448K +1,005 +1%
OAP
413
One Advisory Partners
Kansas
$44.4M +$1.48M +3,326 +3%
ST
414
Smithfield Trust
Pennsylvania
$44.4M -$2.64M -5,921 -6%
CT
415
Cambridge Trust
Massachusetts
$44.2M +$1.95M +4,376 +5%
JF
416
JSF Financial
California
$44.2M +$4.26M +9,563 +11%
CWP
417
Corepath Wealth Partners
Arizona
$44.1M +$2.74M +6,041 +7%
FA
418
Fiducient Advisors
Illinois
$44M +$54.8K +123 +0.1%
P3I
419
Progeny 3 Inc
Washington
$43.8M – – –
BHWM
420
Bar Harbor Wealth Management
New Hampshire
$43.7M -$1.62M -3,644 -4%
CG
421
Colony Group
Massachusetts
$43.5M +$67.7K +152 +0.2%
AWM
422
Apollon Wealth Management
South Carolina
$43.4M +$1.66M +3,733 +4%
AWM
423
Avior Wealth Management
Nebraska
$43.3M +$1.04M +2,330 +2%
UOMF
424
University of Massachusetts Foundation
Massachusetts
$42.7M -$6.4M -14,370 -13%
CA
425
Centerpoint Advisors
Massachusetts
$42.4M +$2.39M +5,355 +6%
15 16
17
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